secwatch.observer — SEC 8-K summary
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Issuer:     IDEAYA Biosciences, Inc. (IDYA)
CIK:        0001676725
Form:       8-K
Filed at:   2026-08-04T10:01:39+00:00
Accession:  0001193125-26-331381
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

IDEAYA: darovasertib combo meets primary endpoint in mUM; Q2 net loss $112.5M; cash $1.24B
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- Registrational OptimUM-02 trial met primary endpoint: median PFS 6.9 vs 3.1 months (HR 0.42, p<0.0001); NDA filing underway under RTOR.
- Q2 2026 net loss $112.5M vs $98.5M in Q1; R&D expenses $108.7M; G&A $22.5M.
- Cash, cash equivalents and marketable securities $1.24B as of June 30, 2026; cash runway into 2030 unchanged.
- Clinical collaboration with Roche to evaluate IDE892 + RG6505 in MTAP-deleted, RAS-mutant PDAC; Phase 1 combo trial to start H2 2026.
- Updated data from IDE849 (DLL3 ADC) and OptimUM-01/09 at ESMO; Phase 3 registrational trial for IDE849 targeted by end 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1676725/000119312526331381/0001193125-26-331381-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1676725/000119312526331381/idya-20260804.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-331381

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer